Citigroup
JMT

Citigroup’s Nuveen Mortgage Opportunity Term Fund 2 JMT Stock Holding History

Citigroup’s Portfolio JMT Stock Details JMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-400
Closed -$9K – 7405
2016
Q3 		$9K Buy
+400
New +$9.21K ﹤0.01% 6599
2016
Q2 		– Sell
-229
Closed -$5K – 7631
2016
Q1 		$5K Sell
229
-342
-60% -$7.46K ﹤0.01% 7029
2015
Q4 		$13K Buy
571
+528
+1,228% +$11.6K ﹤0.01% 6709
2015
Q3 		$1K Buy
+43
New +$941 ﹤0.01% 7271
2015
Q2 		– Sell
-4,882
Closed -$110K – 7889
2015
Q1 		$110K Sell
4,882
-4,713
-49% -$107K ﹤0.01% 4962
2014
Q4 		$222K Buy
9,595
+9,273
+2,880% +$212K ﹤0.01% 4596
2014
Q3 		$7K Sell
322
-520
-62% -$12.2K ﹤0.01% 6442
2014
Q2 		$20K Sell
842
-322
-28% -$7.59K ﹤0.01% 5810
2014
Q1 		$27K Buy
+1,164
New +$27.2K ﹤0.01% 5871
2013
Q4 		– Sell
-701
Closed -$17K – 7232
2013
Q3 		$17K Buy
701
+607
+646% +$14.6K ﹤0.01% 6004
2013
Q2 		$2K Buy
+94
New +$2.61K ﹤0.01% 6550

Other funds holding JMT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

Citigroup's JMT Position: Q4 2016 in Review

Citigroup sold out of Nuveen Mortgage Opportunity Term Fund 2 (JMT) in Q4 2016, closing a stake of 400 shares — an estimated $9K sold.

Citigroup first reported a position in JMT in Q2 2013 and held it in 11 quarters. The position peaked at $222K in Q4 2014. 17 funds tracked by Wall St. Rank hold JMT as of Q4 2016.

  • Citigroup reported no remaining Nuveen Mortgage Opportunity Term Fund 2 position as of Q4 2016 after selling out during the quarter.
  • Citigroup sold 400 Nuveen Mortgage Opportunity Term Fund 2 shares in Q4 2016, an estimated $9K.
  • Citigroup first reported a position in Nuveen Mortgage Opportunity Term Fund 2 in Q2 2013 and held it in 11 quarters.
  • Citigroup's Nuveen Mortgage Opportunity Term Fund 2 position peaked at $222K in Q4 2014.
  • 17 funds tracked by Wall St. Rank held Nuveen Mortgage Opportunity Term Fund 2 as of Q4 2016.

Based on Citigroup's 13F filing for Q4 2016, filed 10 Feb 2017.